Salesforce (CRM): FY26 Q3 earnings call, Dec 3, 2025

On its Dec 3, 2025 earnings call (FY26 Q3), Salesforce said 8 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 8 settled yes · our count agreed on 11 of 11

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
AgentForce / Agent Force Yes5559✓93%transcripts from the transcript model–
Trillion Yes1111✓85%transcripts from the transcript model–
Consumption Yes66✓83%transcripts from the transcript model–
Japan Yes66✓75%transcripts from the transcript model–
Acquisition Yes44✓80%transcripts from the transcript model–
Reasoning Yes23✓37%transcripts from the transcript model–
Zero Copy Yes12✓65%transcripts from the transcript model–
Einstein Yes11✓62%transcripts from the transcript model–
AWS / Amazon No00✓80%transcripts from the transcript model–
Microsoft No00✓76%transcripts from the transcript model–
Flex Credit No00✓47%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

0 matches for “Slack / Slackbot”.

Where the listed words were said

Marc Benioffcompany“AgentForce / Agent Force” · prepared

…gonna talk to you about that. And we've delivered incredible results with AgentForce. It's really exceeding our expectations. We're gonna hit all the details, but…

Marc Benioffcompany“Trillion” · prepared

…hit it last time exactly. But agent forces process more than 3.2 trillion tokens. So 3.2 trillion tokens for our LLM gateway so far. And…

Marc Benioffcompany“Consumption” · prepared

…like all these great companies that we've been talking about. And the consumption flywheel is gaining traction. In the quarter, more than 50% of new…

Marc Benioffcompany“Japan” · prepared

…customer examples it's happening around the world. I just got back from Japan and I saw it there. I was in The UK. I saw…

Marc Benioffcompany“Acquisition” · prepared

…That's the core of our organic innovation. We're making these disciplined strategic acquisitions like Informatica, also now online. In the company. We're really excited about…

Marc Benioffcompany“Reasoning” · prepared

…LLM as much as we do. And that's why we built hybrid reasoning and agent script, and our AI teams are just crushing it. On…

Marc Benioffcompany“Zero Copy” · prepared

…Up a 119% year over year, and that includes 15 trillion through zero copy data integration, up 341% year over year, So Dentsu, Moody's, KPMG,…

Marc Benioffcompany“Einstein” · qa

…already been doing predictive AI and you know, all the kind of Einstein, you know, AI. But now with Agent Force, it's another level, and…

Agents: this page as TSV at /api/v1/appearances/salesforce:2025-12-03:earnings_call · words: /api/v1/brief?appearance=salesforce:2025-12-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP